PreciseFP

Use Hubly's Forms and Conditional Logic within Workflows for more accurate client journeys

Forms & Conditional Logic within Workflows!

Announcements

📢 Updates to Workflow Settings, Hub Filters, and Client Actions

📢 A New Way To Quickly Create Workflows & Household Members, CRM Sync Enhancements, and more!

📢 Customizable Client Dates, A New Way To See Active Workflows, and More!

📢 Announcing Hubly for Teams

📢 A New Look For Tasks, A Tag Manager, New Integration In Beta, And More!

📢 Previews For Reminders, Supercharged Views, Quick Actions, And More!

📢 Age-Based Rules, New Filters, And More!

📢 Hubly Digest, Client Exports, and Improved Next Workflows!

📢 Reminder Status Filter, Seasonal Task Conditions, and More!

Updates

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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